Jason Martin

Jason Martin is an accomplished professional with extensive experience in internal sales and client relationship management within the financial services industry. Currently serving as an Internal Sales Consultant at Altruist, Jason partners with Registered Investment Advisors to enhance financial advisory services using innovative SaaS solutions. Previous roles include Relationship Specialist II at SVB Private, Investment Adviser Representative/Operations Manager at Landmark Wealth Advisors, and Operations Manager at Holman Investments and Planning/Integrated Wealth Strategies, where Jason managed investment operations and optimized client portfolio diversification strategies. Jason's career began at RBH Sound as an Inside Sales Representative, and includes significant operational insights gained as a Senior Operations Specialist at Silicon Valley Bank. Academic qualifications include a Bachelor of Science in Business Management with a focus on Finance from Weber State University and a CFP Certification from Utah Valley University.